Qfin Holdings: Profitable, Cash-Rich, And Left For Dead

2026-02-13 08:51:09 ET

Investment Thesis: The Regulatory Pivot

The prevailing narrative for the Chinese economy is that it’s in a precarious position, with well known geopolitical tensions constantly simmering beneath the surface. Macroeconomic issues abound, such as excessive price wars that create a race to the bottom, a deflating real estate market bubble , low household consumption , a soft job market (especially for the young) , a declining working age population , and GDP growth of 5% for 2025 ....

Read the full article on Seeking Alpha

For further details see: